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Advisor Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Advisor Group’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$11K Buy
+19
New +$4.13K ﹤0.01% 4291

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Group's BRK.B Position: Q4 2019 in Review

Advisor Group increased its Berkshire Hathaway Class B (BRK.B) stake by 0.12% in Q4 2019, buying an estimated $100K and bringing the position to 395,957 shares worth $89.7M. The position accounts for 0.62% of the portfolio, ranked #28.

Advisor Group first reported a position in BRK.B in Q2 2016 and has held it in 15 quarters since. 2,656 funds tracked by Wall St. Rank hold BRK.B as of Q4 2019.

  • Advisor Group held 395,957 shares of Berkshire Hathaway Class B worth $89.7M as of Q4 2019.
  • Advisor Group bought 462 Berkshire Hathaway Class B shares in Q4 2019, an estimated $100K.
  • Berkshire Hathaway Class B made up 0.62% of Advisor Group's portfolio in Q4 2019, its #28 holding.
  • Advisor Group first reported a position in Berkshire Hathaway Class B in Q2 2016 and has held it in 15 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.